This International Investing Pro Sees Value in Consumer Stocks
Portfolio Manager David Samra
Learn MoreExplore Our Funds
| Fund Name | Investment Team |
|---|---|
| Developing World (ARTYX) | Developing World |
| Emerging Markets Debt Opportunities (APFOX) | EMsights Capital Group |
| Floating Rate (ARTUX) | Credit |
| Focus (ARTTX) | Antero Peak Group |
| Global Discovery (APFDX) | Growth |
| Global Equity (ARTHX) | Global Equity |
| Global Opportunities (ARTRX) | Growth |
| Global Unconstrained (APFPX) | EMsights Capital Group |
| Global Value (ARTGX) | Global Value |
| High Income (ARTFX) | Credit |
| International (ARTIX) | Global Equity |
| International Explorer (ARDBX) | International Value |
| International Small-Mid (ARTJX) | Global Equity |
| International Value (ARTKX) | International Value |
| Mid Cap (ARTMX) | Growth |
| Mid Cap Value (ARTQX) | U.S. Value |
| Select Equity (ARTNX) | Global Value |
| Small Cap (ARTSX) | Growth |
| Sustainable Emerging Markets (ARTZX) | Sustainable Emerging Markets |
| Value (ARTLX) | U.S. Value |
| Value Income (APFWX) | U.S. Value |
News
- The Wall Street Transcript—Small Cap Fund Managers Travel the Globe, Kick the Tires
- The Artisan International Explorer Fund is not an asset class or factor exposure. Rather, co-portfolio managers Beini Zhou and Anand Vasagiri explain how owning a collection of idiosyncratic businesses and the benefit of time travel can help generate alpha over time without taking undue risks.
- View PDF
- Barron’s—This International Investing Pro Sees Value in Consumer Stocks
- Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
- View PDF
- The JRo Show feat. Dan O'Keefe
- The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
- Listen Now
- Bloomberg Markets Today feat. Dan O’Keefe
- Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
- Watch Now
Highlights
- Artisan Developing World Investor Day 2023
- Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
- Watch Now
- US Mid-Cap Equities: A Forgotten Allocation
- Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
- View PDF
- Health Care Sector Spotlight: The Obesity Epidemic and Emergence of GLP-1 Treatments
- The momentum behind GLP-1 obesity treatments is in the spotlight. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
- View PDF
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